Highmark Wealth Management LLC
Highmark Wealth Management LLC (CRD# 164790) is a financial advisory firm headquartered in Saint Paul, MN. They manage $483,654,320 in 1,479 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management484MILLION
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Total Number of Accounts1,479ACCOUNTS
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Average Account Value$327,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, MN, NH, TX, WI
Todd Arens (CRD# 2414006) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 30 years of experience in the finance industry.
Jerod Gustafson (CRD# 2765649) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 27 years of experience in the finance industry.
Deborah Peterson (CRD# 1616260) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 28 years of experience in the finance industry.
Daniel Sullivan (CRD# 6619911) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 5 years of experience in the finance industry.
Patrick Sullivan (CRD# 5786229) is an Investment Advisor Representative working at Highmark Wealth Management LLC in Saint Paul, MN and has over 10 years of experience in the finance industry.